Form 5500 · Employee benefit plan · MORRISVILLE, VT
UNION BANK
UNION BANK's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is FUTURE PLANNING ASSOCIATES, INC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 03-0286322 · plan 002 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 270 | December | $0 |
Questions
Who is UNION BANK's benefits broker?
Per its most recent Form 5500 Schedule A, UNION BANK's broker of record is FUTURE PLANNING ASSOCIATES, INC.
What insurance carrier does UNION BANK use?
UNION BANK's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY.
When does UNION BANK's group plan renew?
The most recent Schedule A policy period for UNION BANK ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from UNION BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.